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About Our Team

Meet Your TeamOur People Are Our Greatest Asset, And We Invest Heavily In Them

Greg Whitten

Greg Whitten

Senior Financial Consultant

410-228-6715

410-934-3272

Al  Glessner

Al Glessner

LPL Financial Advisor

410-228-6715

410-934-3272

Beth  Whipple

Beth Whipple

Client Relationship Manager

410-221-6229

410-934-3272

Jordan  Linthicum

Jordan Linthicum

LPL Registered Administrative Associate

410-228-6715

410-934-3272

Diana  Robbins

Diana Robbins

Client Service Associate

410-228-6715

410-934-3272

Our FirmServing You
Since 1986

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We strive to become the premier wealth advisory firm on the Mid-Shore and the surrounding region, as recognized by unrivaled service and delivery to our clients.

Our ProcessWe Strive for Excellence as Much as You Do

Step 1: Discovery Call

Step 2: Build Your Plan

Step 3: Enjoy Life

InsightsNews & Resources

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Learn More
Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More

We Want To Hear From You

Reach out to us today to schedule a discovery call!

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